Nelson J Hibbard Trust Uw, Northfield Sch in Providence, Rhode Island (RI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Rhode Island
| Nelson J Hibbard Trust Uw, Northfield Sch | |
| Employer Identification Number (EIN) | 046019243 |
| Name of Organization | Nelson J Hibbard Trust Uw |
| Secondary Name | Northfield Sch |
| In Care of Name | Fleet Private Clients Group |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $635,083 |
| Amount of Income | $192,219 |
| Form 990 Revenue Amount | $40,078 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $47,612 | $47,612 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,468 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-58 | |||
| Other | $32,202 | |||
| Total expenses and disbursements | $33,951 | $6,189 | $0 | $27,583 |
| Compensation of officers, directors, trustees, etc. | $9,628 | |||
| Total operating and administrative expenses | $12,725 | $6,189 | $6,357 | |
| Contributions, gifts, grants paid | $21,226 | |||
| Excess of revenue over expenses and disbursements | $13,661 | |||
| Net investment income | $41,423 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $666,585 | $648,885 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $646,957 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $19,628 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $666,585 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $32,202 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $414 |
| Total credits and payments | $340 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $340 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $74 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $636,424 |
| Net value of noncharitable-use assets | $626,880 |
| Minimum investment return | $31,344 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,930 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,930 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $20,505 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Rhode Island | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Nayatt Pto | C/O Nayatt School 400 Nayatt Road, Barrington, RI 02806 | RI | 2000-12 | $110,159 |
| 2 | Nazareth Home, Carter Day Care Nursery | 1 Cathedral Sq, Providence, RI 02903-3601 | RI | 1946-03 | $102,804 |
| 3 | Nea South Kingstown | 109 Kersey Rd Peace Dale School, Wakefield, RI 02879 | RI | 1996-12 | $27,506 |
| 4 | Neal Rantoul Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 1960-02 | $164,049 |
| 5 | Nebraska Automobile Insurance Plan | C/O Aipso 302 Central Avenue, Johnston, RI 02919-4932 | RI | 1952-05 | $0 |
| 6 | Needham Memorial Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | 1961-04 | $28,305 |
| 7 | Nellie D M Day Trust 124-12017307 | PO BOX 1802, Providence, RI 02901-1802 | RI | $33,648 | |
| 8 | Nellie G Stone Trust 1 6907 1, Bankboston N A | PO BOX 1802, Providence, RI 02901-1802 | RI | $393,157 | |
| 9 | Nellie T Gardner Trust 2 3198 005 Uw Fbo John T & Nellie T Gardiner | PO BOX 1802, Providence, RI 02901-1802 | RI | 1974-03 | $187,827 |
| 10 | Nelson J & Gertrude M Hibbard Trust Ui 40-00-0093-0 Nect | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-08 | $1,753,826 |
| 11 | Nelson J Hibbard Trust Uw, Northfield Sch | PO BOX 1802, Providence, RI 02901-1802 | RI | $192,219 | |
| 12 | Nelson M Baker And Georgiana Baker Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1972-10 | $41,847 |
| 13 | Nelson M Baker Trust Uw | PO BOX 1802, Providence, RI 02901-1802 | RI | $360,748 | |
| 14 | Nettie R Messer Trust Dtd 073054 1 6117 1 1st Natl Bk Of Boston Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | $35,090 | |
| 15 | Neurology Foundation Inc | 2 Dudley St Ste 555, Providence, RI 02905-3239 | RI | 1991-03 | $10,184,130 |
| 16 | Neurosurgery Foundation Inc | 55 Claverick St Ste 100, Providence, RI 02903-4144 | RI | 1986-11 | $5,999,046 |
| 17 | Neva S Barber Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $96,766 | |
| 18 | New Deal Club Of North Providence | 1000 Hammet Rd, Coventry, RI 02816-5075 | RI | 1995-12 | $28,570 |
| 19 | New England Academy Of Torah Inc | 423 Wayland Avenue, Providence, RI 02906 | RI | 1969-03 | $0 |
| 20 | New England Amateur Skating Foundation Inc | PO BOX 6881, Providence, RI 02940-6881 | RI | 1994-04 | $810,813 |
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